FXG vs FDIS

AFXG

BFDIS

Measures won2–4FDIS wins · of 6 · 5Y

$10,000 · 5Y$14,979XLV · FDIS $12,079

Lowest cost0.08%FDIS · $8 on $10k

Most income2.02%FXG · $202 on $10k

Smallest drop−10.5%XLV · worst fall in 1Y

Held in common0.0%FXG and FDIS

FXG

FDIS

First Trust Consumer Staples AlphaDEX Fund · $222MFidelity MSCI Consumer Discretionary Index ETF · $1.6B

+4.5%3 years · per year$11,399 · $15,537+15.8%

+3.6%5 years · per year$11,918 · $12,079+3.9%

0.63%Expense ratio$63 · $8 on $10k · lower wins0.08%

2.02%12-mo yield$202 · $76 on $10k0.76%

−16.0%Worst dropSmaller wins−15.5%

15.2%VolatilityLower wins19.7%

2–4FDIS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFXG · FDIS

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	XLV	State Street Health Care Select Sector SPDR ETFRead Desk	0.08%	1.38%	−0.1%	+20.9%	+29.0%	+15.9%	+8.4%	−10.5%	$50.9B
2	BFDIS	Fidelity MSCI Consumer Discretionary Index ETFRead Desk	0.08%	0.76%	−0.2%	+0.1%	−0.6%	+15.8%	+3.9%	−15.5%	$1.6B
3	AFXG	First Trust Consumer Staples AlphaDEX FundRead Desk	0.63%	2.02%	−1.2%	+4.3%	+3.5%	+4.5%	+3.6%	−16.0%	$222M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	XLV	State Street Health Care Select Sector SPDR ETFRead Desk	0.08%	1.38%	−0.1%	+20.9%	+29.0%	+15.9%	+8.4%	−10.5%	$50.9B
2	BFDIS	Fidelity MSCI Consumer Discretionary Index ETFRead Desk	0.08%	0.76%	−0.2%	+0.1%	−0.6%	+15.8%	+3.9%	−15.5%	$1.6B
3	AFXG	First Trust Consumer Staples AlphaDEX FundRead Desk	0.63%	2.02%	−1.2%	+4.3%	+3.5%	+4.5%	+3.6%	−16.0%	$222M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FXG vs FDIS

FXG

First Trust Consumer Staples AlphaDEX Fund

$11,918

FDIS

Fidelity MSCI Consumer Discretionary Index

$12,079

MeasureFXGFDIS

Fee0.63%0.08%

Cost on $10k a year$63$8

Yield2.02%0.76%

5 years, per year+3.6%+3.9%

3 years, per year+4.5%+15.8%

Worst drop · 1Y−16.0%−15.5%

Volatility · 1Y15.2%19.7%

4–2measures won
FDIS first

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: FXG, FDIS, XLV

Today

5.3%most shared, FXG and XLV

FXGFDISXLV

FXG—0.0%5.3%

FDIS0.0%—0.0%

XLV5.3%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$139most kept, FXG

FXG$202 − $63 = $139

XLV$138 − $8 = $130

FDIS$76 − $8 = $68

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee